Tax Manager

Tax Manager

As a Tax Manager at OLarry, you will oversee tax compliance and planning for high-net-worth individuals and business clients, ensuring accurate filings and identifying strategies to minimize tax liability.

About OLarry

With deep expertise in tax and technology, we're a team driven to change the landscape of tax by making it more accessible and efficient for all involved. Join us! OLarry only hires individuals based in the U.S.

Description

About the Role:

At OLarry, you will play a key role in managing tax compliance for our high-net-worth clients and business owners, while identifying opportunities to optimize tax strategies. The ideal candidate will be responsible for overseeing tax preparation and review, staying current on tax law changes, and supporting clients through audits and strategic planning. You will also collaborate with our AI and technology teams to streamline tax workflows and enhance client outcomes.

Responsibilities

• Prepare and review individual, partnership, corporation, and trust tax returns.
• Take ownership of client relationships and tax-related communications while collaborating closely with other Tax Managers, Directors, and team members to deliver a seamless, high-quality client experience.
• Perform technical tax research and provide practical solutions to client issues.
• Identify opportunities to minimize effective tax rates through proactive planning.
• Oversee compliance with federal, state, and local tax regulations.
• Assist with entity structuring and multi-state tax planning.

Bonus: Proactively identify opportunities to expand existing client relationships while also sourcing and closing new high-net-worth and business clients as part of OLarry's business development efforts, including referrals, outbound introductions, and strategic networking.

Skills and Experience:

• Bachelor's degree in Accounting, Finance, or related field.
• CPA / EA license preferred.
• 5+ years of public accounting experience.
• Strong technical knowledge in individual and pass-through entity taxation.
• Excellent communication and analytical skills.
• Comfortable working in a technology-driven, fast-paced environment.

Benefits & Compensation

• Unlimited PTO.
• Stock Options.
• Healthcare Insurance - 100% coverage for the employee, 50% coverage for dependents.
• We are committed to investing in your career by offering continuous training and support, ensuring you acquire new skills and opportunities.

We are committed to creating a diverse and inclusive workplace. We do not discriminate based on race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. We are also committed to complying with the Ban the Box legislation, which prohibits employers from inquiring about an applicant's criminal background history until a conditional job offer has been made.

OLarry Core Pillars

• Owner Mindset: Think and spend like shareholders. Long-term, frugal, fully accountable.
• Customer-First: Start with the client, validate every idea in the market, let revenue follow.
• High-Bar Collaboration: Hire people better than ourselves and share knowledge. No silos, just collective brilliance.
• Grit & Innovation: Push through obstacles and invent better ways—experiment fast, finish strong.
• Brand Ambassadors: Grow OLarry in every interaction; selling, serving, and building trust.
• Build-to-Last: Make smart, long-term choices that compound wealth and strengthen the company; never chase quick wins.

Salary

$115,000 - $160,000 per year